Building Private Business Value
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Building Private Business Value
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Transcript of Building Private Business Value
Building Private Business Value
Since 1994
– Metrics (MEASURE)
• Private Business Value, Board Effectiveness, People
– Advisory Services (PLAN)
• Strategy, Coaching, Governance
Who is Boardroom Metrics?
• Strategy, Coaching, Governance
– Accomplished Executives (DO)
• Interim Leaders/Managers, Subject Experts, Coaches
For more info visit us at www.boardroommetrics.com
We build private businesses that sell for more.
“When they can be sold, many successful private
Boardroom Metrics
“When they can be sold, many successful private
businesses sell for less when their success isn’t
transferable and sustainable to new owners.”
The Wave – Business Transfer…
The most important business demographic wave of the 21st Century.
The Owner Challenge
V = PST
Private Company Value Equation
Value = Profit that is Sustainable and Transferable
V = PST
V = PST
Role of the Owner Role of the CEO
Roles in a Private Company
Value = Profit that is Sustainable and Transferable
V = PST
Step I Step 2 Step 3
Assess Build Value Transfer
The Sell for MoreSell for MoreSell for MoreSell for More Owner’s Process
Professional Chairman - Coaching
3rd Parties as needed
PROJECT - Assessment / Plan
CEO / Owner : Engagement Owner : Focus Owner : Successful Exit
• Industry Research
• Assessment report for All Business Areas
– Define success: Owner Objectives
– Finance: Profits, Cash flow, Processes
– Revenue: Marketing and Sales
Sell for MoreSell for MoreSell for MoreSell for MoreStep I: : : : The Assessment DeliverablesThe Assessment DeliverablesThe Assessment DeliverablesThe Assessment Deliverables
– Delivery: Operations
– Administration: Human Resources and Legal
• Owners Report
– SWOT
– Scored Drivers, Categories and Findings Analysis
– Value Dashboard and Estimator
– Action Plan
Six weeks– Owners Meeting
– Industry Data Preparation
– Interviews with each department• Finance
The Sell for MoreSell for MoreSell for MoreSell for More Step 1:
Conducting the AssessmentConducting the AssessmentConducting the AssessmentConducting the Assessment
• Sales and Marketing
• Operations
• Human Resources
– Report Preparation
– Presentation of Results
The complete ‘Sell for More’ Assessment including action plan costs $20,000.
The Sell for MoreSell for MoreSell for MoreSell for More Step 2 and 3:
The Professional Chairman
Holds owner accountable for
value, CEO for performance.
Sounding board, coach,
facilitator. Meets regularly withfacilitator. Meets regularly with
owner, CEO on plan
progress.
Steps 2 and 3::::
Performance Dashboard(sPerformance Dashboard(sPerformance Dashboard(sPerformance Dashboard(s))))
Customizable, based on
the goals, performance
indicators and tracking
requirements defined by
the owner and the the owner and the
management team, eg,
cash, delivery, revenue,
profitability.
Step 3: Options and OpportunitiesOptions and OpportunitiesOptions and OpportunitiesOptions and Opportunities
Professional ChairmanPursuit of:
• Sale
• Merger
• Acquisition
Wealth Advisor M&A/Other Professionals
Owner
Due
Diligence
• Go public
• ESOP
• Transfer to child
Why ?
• Private Businesses Focus and Board Room Mentoring
experience since 1994
• Proven, End-End Value methodology with Innovative tools for
post assessment owner value in addition to the “sell for more” post assessment owner value in addition to the “sell for more”
report and plan
• Ready Source of Accomplished Executives
– experienced, selected, trained
– breadth and depth in many industries
– across all functional roles
builds private
businesses that sell for more.
Toronto 416-573-9396
Ottawa & Montreal 613-795-7238
